Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Manager

  • Jan 2022 - Present



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Operations Analyst

  • Jan 2021 - Present

• Senior Service Representative / Accounting and Reconcilliation

  • Apr 2018 - Jan 2021

  § Assist in more detailed investigations§ Manage high level accounts of all purchases and redemptions of all Investments§ Build business managed applications through VBA programming to increase efficiency and accuracy of accounts§ Investigate escalations and any discrepancies within accounts with other departments



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Service Representative III / Accounting and Reconcilliation

  • Dec 2015 - Jul 2016

  §Investigation and reconciliation of various ledgers and accounts of sponsors §Manage accounts of all investment call centers of BMO§Investigate discrepancies relating to unfunded investments §Upgrade/create new or current Business Management Applications in Excel §Terminate and cancel unfunded Term investments§Provide assistance to branches in funding investments

• Service Representative II / Accounting and Reconcilliation

  • Dec 2014 - Dec 2015

  Balance General Ledgers and accounts of various Investment AccountsReconciliation of Various General Ledgers and AccountsOversee proper investment form procedures from branch advisorsInvestigate any discrepancies relating to investment portfolios



Concordia University

• Canada
• Higher Education
• 700 & Above Employee

• Supervisor/Fundraiser

  • Sep 2011 - Apr 2016

  Raise funds for Concordia from alumni and previous donors of Concordia Find any concerns or complaints about Concordia and relay back to Administrators- Maintain quality and control over other fundraisers

• Supervisor

  • Jan 2014 - Jan 2016

  Contact Concordia alumni and donors to raise funds for student bursaries and scholarshipsManage and escalate any alumni/donors concerns to appropriate administratorsMotivate and lead group of fundraisers to achieve daily goalsMonitor quality of workProvide guidance and support to fundraisers



Crescent Commercial Corporation

• Project Manager

  • May 2012 - Dec 2014

  Oversee project completion, Manage project partners and clients, strategic marketing, product research. Oversee project completion, Manage project partners and clients, strategic marketing, product research.



C3 - Crescent Commercial Corporation

• Store Manager

  • May 2012 - Dec 2014

  Research and Oversee projects and their developmentCreate retail storesDeal with project partners and clienteleCreate marketing strategies to stimulate sales

• Warehouse Clerk/Manager

  • Jul 2010 - May 2012

  Organize stock and count inventory within warehousePrepare stock for shipment and receiving



C3 - Crescent Salvage

• Floor Manager

  • Feb 2009 - Jul 2010

  Manage all employees and ensure quality of their work Organize showroom Deal with customer

• Assistant Manager

  • Jan 2008 - Feb 2009

  Assist clients with any type of questions or concernsManage liquidation store



Dunn’s Famous Smoke Meat

• Cook

  • Aug 2009 - Apr 2010

  Prepare meals for clients Prepare meals for clients



Opinion Search

• Canada
• Market Research
• 1 - 100 Employee

• Interviewer

  • May 2006 - Jul 2008

  Conducting market research over the telephone Conducting market research over the telephone



Crescent Commercial Corporation

• General

  • Nov 2007 - Jan 2008

  Restock shelves with new stock Clean store and maintain cleanliness Restock shelves with new stock Clean store and maintain cleanliness